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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What eft or fund would you recommend for upside in case of Black Swan event. Is there any etf that mimics Mark Spitznagel’s $4.3 billion Universa Investment fund. Any thought on Kim Bolton's Black Swan tech fund?
Read Answer Asked by Ian on September 13, 2021
Q: I do have existing position in ATER, TRUP & SE. What's your view - Buy, Sell or Hold?
If sell then any alternate stock in same sector.
Great Service 👍
Thx
Read Answer Asked by Jigneshbhai on September 13, 2021
Q: I’ve had this company for several years it’s return has been adequate, however I am wondering if my money might be better invested in something with more pzaas!

Also have AUDC the Israeli company which has only been borderline successful, would u suggest a better option please
Read Answer Asked by Maureen on September 13, 2021
Q: Square
freehold royalies
i downsized an over leveraged and buy only "safe " and if i do i sell an offset.
Today Kim Boulton featured Square as a star. ii ownPaypal and my sense they were similar prospect.
Shoul i sell Paypal to buySquare.
Also please comment on Freehold as a incomestock
Read Answer Asked by thambirajah on September 13, 2021
Q: Why Is Berkshire Hathaway down, since Last Earnings Report? It has been about a month since the last earnings report for Berkshire Hathaway which is underperforming the S&P 500. Any negative reasons, may be due to COVID issue? Kindly advise.
Read Answer Asked by kwokwai on September 13, 2021
Q: Hello 5i Team

I own Chevron and ExxonMobil in my US$ denominated RRSP. These are the only US$ oil and gas stocks in my RRSP account.

My US$ RRSP is structured as a large cap dividend aristocrat account.

My cost basis per share for CVX is US$115.00 and for XOM is US$80.00. Current yield on CVX is 5.6 % and on XOM is 6.4 %

As I cannot harvest capital losses in a RRSP account, is there any benefit in consolidating these two holdings into one stock? Which company has the better potential for growth long term (5 year or greater). Or should I do nothing and continue to receive dividends until the stocks return to their former highs?

Thanks
Read Answer Asked by Stephen on September 13, 2021
Q: Hello

Can you please give me your outlook on Anthem, whether it is a good stock to hold and what would be your entry point ?
Can I get the company's valuation please.

I has some holdings in Merck and I would like to have your outlook as it has been going sideways for the longest time.

Thank you
Read Answer Asked by Kristelle on September 13, 2021
Q: We are often reminded that one should not try to time the market, and that it is time in the market that counts. But would you be in favour of an investor re-weighting to more defensive positions if one is worried there is a "correction" on the horizon, for example if the Delta variant explodes Covid numbers, there is a gov't policy or interest rate change, an external shock with China, etc, ? If one was going to make that change, can you pls provide 10 names that currently would be more defensive? Thank you for your very excellent service.
Read Answer Asked by Leonard on September 10, 2021
Q: I have some new funds to add 2 positions. I wish to do so in some USA companies. Even though the US is not your primary focus here, and you are not aware of the make up of my portfolio, can you pls provide your view on which 2 of these 4 names you would consider best and why? Looking for a long term hold, with dividends being less important. Thank you for your very excellent service.
Read Answer Asked by Leonard on September 10, 2021
Q: Good morning Ryan, Peter, and 5i Team,

Given the recent earnings miss and resulting downward momentum of WW shares, are you still confident that the thesis for investing in Medifast holds water? If not, might you suggest which one of your favourite US growth stocks (any sector) that you might currently prefer over Medifast? Thanks for your great service!

Brad
Read Answer Asked by Bradley on September 10, 2021
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